Corient Private Wealth LLC
Top Portfolio Positions
2,100 positions ·
$44,397,297,405 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,418,774 | $2,644,180,653 | 5.96% | |
| MSFT |
Microsoft Corp
Technology
|
5,668,485 | $2,098,303,091 | 4.73% | |
| NVDA |
Nvidia Corp
Technology
|
10,976,458 | $1,914,294,274 | 4.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,787,008 | $1,376,552,019 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,418,681 | $1,336,818,691 | 3.01% | |
| AVGO |
Broadcom Inc.
Technology
|
3,661,894 | $1,133,392,811 | 2.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,543,318 | $1,003,681,427 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,156,561 | $928,533,983 | 2.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,752,623 | $839,856,941 | 1.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
758,986 | $756,276,419 | 1.70% |
Portfolio Trend
14 quarters · across all stocks
Holdings in WSBC
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,477,902 | 100,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,675,761 | 50,414 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,598,320 | 50,057 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,552,558 | 49,085 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,477,256 | 47,715 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $720,858 | 22,153 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $631,872 | 21,218 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $585,272 | 20,970 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $612,595 | 20,550 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $431,117 | 13,743 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $287,325 | 11,766 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $267,778 | 10,456 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $335,059 | 10,914 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||